When I was the CEO, I Learned How to Fail Mar 01, 2024

When I left my corporate job to start my own bookkeeping business, I had a clear vision:

  • Land a few clients right out of the gate to replace the income from my job
  • Quickly grow my business to 6-figures
  • …or maybe even 7-figures!  

It felt amazing. I was in control now.  I...

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The Biggest Mistake I Made Running My Bookkeeping Business Jan 04, 2024

Because I’m a trained accountant, transitioning from my corporate job to the independence of running a bookkeeping business seemed like a natural fit. New business owners often stress and sweat over spreadsheets and financial reports, but as a CPA, these were my very specialty! 

But I...

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When I Started Generating Bookkeeping Business Leads I Focused on Putting Myself Out There Dec 13, 2023

As bookkeepers, we tend to focus on the numbers - meticulous spreadsheets, flawless formulas, and carefully maintained data. When I started my company, I found that looking for bookkeeping business leads still involved numbers, but with a drastically different approach involving: 

  • Putting...
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Benefits of Working with a Mentor When Starting a Bookkeeping Business Dec 12, 2023

Starting a bookkeeping business can be a whirlwind. But after all of the basics are taken care of, you might find yourself asking some big questions about the future. 

What’s next for your bookkeeping business? 

Do you have the foundation laid for strong, stable growth? 

Do...

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Why Should You Start a Bookkeeping Business? Nov 27, 2023

Do you feel like you're stuck doing the same thing every day? You're certainly not alone. 

Or maybe you're looking for a way to earn some extra cash - another understandable motivation these days. 

Lots of people may be interested in starting a business to satisfy both of these desires...

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Escape the Corporate World: How to Start a Bookkeeping Business Nov 14, 2023

I had my “dream job”, but I was miserable. 

I thought I hit the jackpot right out of college when I landed a job as an auditor at a prestigious accounting firm. It seemed like everything I had worked for - I passed the CPA exam, got the fancy title, the nice salary, the coveted...

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5 Tax Hacks Every Bookkeeper Needs to Know Oct 18, 2023

As a bookkeeper, your role doesn’t revolve around taxes. However, the work you do can position your client’s tax professional to make decisions that have a great impact on your client’s tax deductions when tax time rolls around.

Continue reading as we cover 5 tax hacks (or tips)...

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What to Expect From a Bookkeeping Business Coach Sep 20, 2023

Starting a bookkeeping business is an exciting endeavor! This fast-growing yet stable industry allows you to:

  • Take control of your professional life
  • Make more time for the things that matter
  • Develop a financial and professional legacy for your family

For new bookkeepers just trying to get...

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7 Steps to Consider When Starting a Bookkeeping Business Sep 05, 2023

Every successful company has one thing in common, no matter how big or small they are or what they do - accurate, reliable bookkeeping. While it might not be the flashiest or most fun part of running a business, it's critical for leaders to understand their financial situation, spot trends, and...

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